AI Calls. AI Answers. AI Books Appointments.
Insaio's AI agents take over calls, follow-ups, and scheduling for insurance and financial advisors – so you can focus on your clients.
In use by insurance advisors with
For the first time, AI doesn't just support client conversations. It runs them, scales them, and makes every one of them better.
Reach every client in your portfolio
– consistently, proactively, without hitting capacity limits. More conversations, full calendars, no client left behind.
Every conversation gets sharper.
Advisors receive real-time guidance on how to respond, when to listen, and what to say. Clients feel heard, outcomes improve.
More and better conversations grow revenue.
Clients are properly advised, coverage gaps surface early. Cross-selling happens naturally.
Capabilities
Everything you need to run client interactions at scale.
Outbound, inbound, intelligence, integrations – one operating system instead of multiple separate tools.
AI Call Campaigns
AI calls your clients: Structured campaigns across your entire portfolio, without manual dialing. Full coverage, not just volume.
AI Reception
AI answers the phone: Appointments, claims, routine requests—handled on the spot. Complex cases come to you with full context. Your phone no longer interrupts the appointments that matter.
AI Agents
AI Agents built for insurance and finance advisory
They know these topics: claims, renewals, suitability questions. You tailor language, tone, and voice to your agency.
German and English from day one, both at native quality. More languages as customers ask for them.
Good day, Mrs. Miller. This is the digital assistant of Alex Thornton, Thornton Insurance — do you have a moment?
Yes, briefly — what is this regarding?
Your home insurance renewal is coming up. I'd like to schedule a short review to make sure your coverage still fits.
That makes sense. When could we meet?
I have Tuesday at 10:00 AM or Thursday at 2:30 PM with your advisor. Which works better for you?
Thursday at 2:30 works for me.
Perfect. I've reserved Thursday at 2:30 PM with your advisor. You'll receive a confirmation shortly. Have a great day!
Solutions
No portfolio moment without Insaio.
First contact, renewal, claim, cross-sell: AI is on every moment when the portfolio grows or erodes.
Portfolio activation
Wake up your portfolio. AI campaigns systematically reach dormant clients and book advisory appointments directly into the calendar.
Renewal cycles
A call before every renewal. AI contacts clients ahead of the renewal date, reviews coverage, books the advisory call.
Cross-sell & service
Cross-sell happens, service too. AI campaigns spot new coverage gaps, AI Reception handles routine requests around the clock.
Claims & routine requests
Claims, documents, data: handled 24/7. AI Reception takes routine requests, complex cases come to you with full context.
Testimonials
What Our Customers Say
"Insaio fundamentally changed how we handle client appointments. Scheduling now happens quietly in the background, and we can focus again on what really matters – advising our clients."
Daniel Dietrich
Insurance Broker – Die Beamtenberatung
"The time savings are significant. What used to take hours of calling and follow-ups now happens automatically. Our clients appreciate the convenience, and we clearly feel the efficiency gain."
Verena Sauter
Insurance Advisor – VPV Versicherungen
"Data protection was extremely important to us, and we were also unsure how clients would react to AI. With Insaio, both concerns are addressed – technically sound and human in conversation."
Wolfgang Fries
Agency Manager – Ergo Versicherung
Security & Compliance
Built Secure. Compliance by Design.
Automate client communication – without compromising on data protection or regulatory requirements.
GDPR Compliant
Full compliance with EU data protection regulations and lawful transfer mechanisms.
EU AI Act Aligned
Designed in line with EU AI Act requirements, including transparency and human oversight.
Regional Hosting Options
Flexible regional deployment with EU (Germany) and US data residency options.
Encrypted by Default
All data exchanges are encrypted and integrity-protected at all times.
LLM Privacy
Customer data is never used to train shared AI models or improve results for other customers.
Do-Not-Contact Enforcement
Customer opt-outs are logged, enforced, and automatically excluded from future campaigns.
Insaio has initiated the certification process for SOC 2 Type II and ISO 27001 standards.
Get started
Full calendars for insurance advisors.
Get started with Insaio or book a demo to see how appointment scheduling with existing clients works – fully automated.